CHARTER FINANCIAL GROUP

Solutions to Protect You and Your Family and Preserve Your Financial Future

Financial services in Warwick, RI (show on map)

4.7

★★★★★

22 reviews

Charter Financial Group offers retirement planning, Medicare options, insurance products, and estate planning services for residents of Massachusetts and Rhode Island.

Call (401) 903-9000

Navigate to Visit website

About

Charter Financial Group specializes in retirement and estate planning for those 55 and older in Massachusetts and Rhode Island, offering comprehensive solutions to protect families and preserve financial futures through personalized guidance and risk management strategies.

Comprehensive financial services

Community-focused approach

Holistic risk management

Services

Retirement Planning

Comprehensive retirement planning services to help clients manage unexpected health care costs, protect assets from market risk, and transition estates to loved ones.

Holistic approach to avoid financial and market risks Tax-efficient retirement income strategies Estate planning through tax-advantaged planning

Medicare Options

Guidance on Medicare Supplement plans, Medicare Advantage plans, and prescription drug coverage tailored to individual needs.

Comparison of Medicare Supplement, Advantage, and prescription drug plans Assistance in understanding health care expense management

Long-Term Care Planning

Coverage for expenses and services not covered by health insurance, Medicare, or Medicaid, ensuring financial protection against unexpected health care costs.

Holistic retirement planning approach Protection of retirement nest egg from health care costs

Asset Protection

Use of fixed annuities to provide guaranteed income and protect against market downturns, ensuring a stable retirement income.

Guaranteed income stream regardless of market conditions Diversification to reduce exposure to stock and bond risks

Estate Planning

Detailed fact-finding analysis to secure a legacy, transitioning wealth and family values to loved ones through ethical estate planning attorneys.

Comprehensive fact-finding analysis Collaboration with vetted estate planning attorneys Customized plans ensuring objectives are met

Life Insurance

Cost-effective, tax-efficient life insurance options to protect loved ones, supplement retirement income, and cover unexpected expenses, with living benefits for education and care.

Tax-free death benefit for beneficiaries Tax-deferred cash value growth Living benefits for education, care, and other expenses